Financial Advisory

Many of our very successful clients have asked us for our assistance as they have developed a need for financial advice and investment services.

In response to these requests, and in order to offer a more comprehensive approach to financial planning for individuals and businesses, we have formed strategic alliances with some of the most respected financial advisors in the South. These alliances enhance our expertise, streamline the financial planning process and ensure even more creative, responsive and cost-efficient solutions.

These services include, among other things, preparation of a retirement plan needs analysis, review of college funding alternative strategies, development of tax efficient portfolios, creation of charitable trusts and recommendation of estate planning techniques. Once established, we are able to provide administrative services for charitable remainder trusts, estates and family limited partnerships. In addition, many clients trust our people enough to name individual partners as trustees and executors of their trusts and estates.